
Jim has worked in roles including strategic financial planning, trading, back office operations, compliance and management. He has worked for some of Australia’s leading financial institutions including Macquarie Bank and National Australia Bank.
Jim is a Certified Financial Planner professional member of the Financial Planning Association of Australia and an accredited Life Risk Specialist and Estate Planning Strategist. He holds a BEc from Sydney University; a Graduate Diploma of Applied Finance and Investment; and an Advanced Diploma of Financial Planning.
Jim is passionate about helping people to achieve their lifestyle goals and life ambitions. Modern living distracts people from what is really important to them and robs them of the time needed to make increasingly complex financial decisions. Jim works with clients to build the financial resources they need to achieve a better balance in their lives.
Jim is married with three children and away from work enjoys rugby, golf and yoga.